Gross Revenue
—
Net Revenue
—
Return Rate
—
Refund Value
—
—
Net Proceed
—
FBA Fees
—
—
Referral Fees
—
—
Gross Margin %
—
—
CM %
—
—
P&L Waterfall
| Line Item | Total | Per Unit | % of Gross |
|---|
Key Metrics
Net Revenue
—
Gross Margin %
—
TACOS
—
—
Units Sold
—
—
Avg Selling Price
—
Return Rate
—
ROAS
—
CM %
—
Targets
GM % Target (75%+)
—
—
TACOS Target (≤22%)
—
—
Return Rate Target (≤5%)
—
—
CM % Target (22%+)
—
—
Promotions & Discounts API READY
Total Promo Cost
—
Coupons
—
Lightning Deals
—
Prime Exclusive
—
% Off / BOGO
—
Promo % of Revenue
—
Subscribe & Save API READY
S&S Revenue
—
—
Active Subscribers
—
Discount Cost
—
New Subscribers
—
Cancellations
—
Product Summary
Total SKUs
—
Units Sold
—
—
Net Units
—
Avg ASP
—
Referral Fees
—
Return Rate
—
By SKU
| # | SKU / ASIN | Product | Net Sales | Units | ASP | Return % | FBA Fees | Referral Fees | Marketing | Coupons | Deals | Promo Total | COGS | Net Proceed | GM % | CM % | S&S Rev | Rev % |
|---|
Marketing Performance
Total Ad Spend
—
TACOS / Marketing % of Revenue
—
Requires P&L data
Blended ACOS
—
Requires P&L data
Blended ROAS
—
Requires P&L data
Adjusted CM % (all channels)
—
Ads ACOS ● API
—
Spend ÷ 30-day attributed sales
Ads ROAS ● API
—
30-day attributed sales ÷ spend
Attributed Sales ● API
—
30-day attribution window
Attributed Orders ● API
—
30-day attribution window
SP Spend ● API
—
Sponsored Products
SB Spend ● API
—
Sponsored Brands
SD Spend ● API
—
Sponsored Display
DSP ✎ MANUAL
—
Demand-side platform
Affiliates ✎ MANUAL
—
Off-Amazon influencers
DSP & Affiliate Spend Entry
SP, SB and SD pull automatically via the Ads API. Enter DSP and Affiliate spend per month — each month saves independently. Switch months to enter historical spend.
MONTH:
DSP
$
Demand-side platform
OFF-AMAZON AFFILIATES
$
Influencers, affiliates etc.
DSP + AFFILIATES
$0
TOTAL AD SPEND
$0
TOTAL TACOS
—
ADJUSTED CM %
—
Unit Economics (Blended)
Avg Selling Price
—
COGS / Unit
—
Gross Profit / Unit
—
—
Net Proceed / Unit
—
FBA Fee / Unit
—
Referral Fee / Unit
—
Storage / Unit
—
Ad Cost / Unit
—
Per-Unit Waterfall
Selling Price (ASP)
—
—
− COGS / Unit
—
—
Gross Profit / Unit
—
—
− FBA Fee / Unit
—
—
− Referral Fee / Unit
—
—
− Storage / Unit
—
—
− Ad Cost / Unit
—
—
Net Proceed / Unit
—
—
COGS vs Net Proceed — Top 20 SKUs
Monthly Pacing
Loading...
Days Elapsed
—
of — days
MTD Revenue
—
— units
Daily Avg (Actual)
—
revenue / day
Daily Avg (Needed)
—
to hit target
Forecasted Revenue
—
—
Variance to Target
—
—
MTD Net Proceed
—
—
CM $ Forecasted
—
—
MTD CM %
—
—
CM % vs Target
—
—
Month Progress
—
▬ Days elapsed
▬ Revenue pace
By Parent Product
| Parent Product | MTD Units | MTD Revenue | Daily Avg Rev | Forecasted Rev | Rev Share | Avg ASP | Return % |
|---|
Account Sessions API READY
Sessions MTD
—
Connect API to populate
Sessions Forecasted
—
At current daily pace
CVR
—
Units / sessions
Page Views MTD
—
Connect API to populate
Per-ASIN Performance API READY
Sessions, page views and CVR per ASIN will populate once the Amazon SP-API is connected. Revenue, units and ad spend are available now.
| ASIN / Product | Units | Revenue | Sessions API | Page Views API | CVR API | Ad Spend | ACOS |
|---|
Notes
Notes are saved automatically per month
Subscribe & Save Overview API READY
S&S Revenue MTD
—
of total revenue
Active Subscribers
—
vs last month
S&S Discount Cost
—
Subscriber discount
New Subscribers
—
First-time S&S this month
Cancellations
—
Estimated churn
Subscriber Trend — by Month
| Month | Active Subs | New Subs | Cancellations | Net Change | S&S Revenue | Regular Revenue | S&S % | Discount Cost |
|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||
By SKU API READY
| SKU / Product | Active Subs | New Subs | Cancellations | MoM Change | S&S Revenue | S&S % | Discount Cost |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
Out-of-Stock Overview API READY
SKUs Currently OOS
—
Across all regions
Est. Lost Revenue (MTD)
—
Avg daily rate × OOS days
Avg Days OOS
—
Per OOS event this month
Total OOS Days
—
Across all SKUs MTD
OOS by SKU — Current Month
| SKU / Product | Status | Days OOS (MTD) | Est. Lost Revenue | Avg Daily Revenue | Current Stock | Inbound Units | Regions Affected |
|---|---|---|---|---|---|---|---|
| OOS data will populate once SP-API inventory sync is connected | |||||||
OOS Frequency Trend — By Month
| Month | SKUs OOS | Total OOS Days | Est. Lost Revenue | OOS % | Most Affected SKU |
|---|---|---|---|---|---|
| Historical OOS trend will populate after API connection | |||||
BUDGET FORECAST — FY 2026/27
Scenario modelling based on FY 25/26 actuals · Jul 2026 – Jun 2027
SCENARIO:
GROWTH & COST ASSUMPTIONS
📈 REVENUE GROWTH
%
%
%
📦 COGS & FEES
%
%
%
%
📣 MARKETING
%
$
$
%
🎯 CM TARGETS
$
%
✦ AI SCENARIO BUILDER
FY Gross Revenue
—
vs FY 25/26
FY Net Revenue
—
after promos/returns
FY Gross Margin
—
—
Total Ad Spend
—
TACOS —
Contribution Margin
—
CM% —
Units Forecast
—
—
SKU FORECASTING
Velocity-driven forecast with seasonal adjustments · FY Jul 25 – Jun 26
VELOCITY BASIS:
GROUP:
Velocity Basis
—
selected window
Daily Units (blended)
—
units/day all SKUs
FY Forecast (units)
—
Jul 25 – Jun 26
FY Forecast (revenue)
—
at current ASP
Active SKUs
—
with velocity data
SEASONAL EVENTS:
🛒 Prime Day — Jul ×1.55 · Oct ×1.30
🔥 BFCM — Nov ×1.65
🎊 #1 Peak — Jan ×1.85 · Feb ×1.40
☀️ Pre-Summer — Mar ×1.25 · Apr ×1.30 · May ×1.35 · Jun ×1.15
📉 Slow — Sep ×0.85 · Dec ×0.95
Key Action Items